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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,037 | $63,346-30.5% | $92,240-52.3% | $70,126-37.2% |
| Participation rate | 27.3% | 68.7%-41.4pp | 76.5%-49.2pp | 69.5%-42.3pp |
| Annual return | 11.76% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $384 | $3,841-90.0% | $5,194-92.6% | $4,645-91.7% |